Who are we? FalconX is the most advanced digital asset platform for institutions. We provide trade execution, credit & treasury management, prime offering and market making services. Given our global operations, industry-leading technology and deep liquidity, we have facilitated client transactions of $1 trillion in volume. Our products & services are regulated, compliant and trusted. We are a team of engineers, product builders, institutional sales and trading leaders, operations experts, and business strategists. Our teammates have entrepreneurial experience and come from companies such as Google, Apple, Paypal, Citadel, Bridgewater, and Goldman Sachs. And, we embody our values: Think big; Drive bold outcomes; Be one team; Iterate with speed; and be an entrepreneur. We prioritize learning. Outcomes are mission-critical, but we also believe that learning in success and in failure will drive our continued success. Our industry is emergent - there's no shortage of experiments to get involved with and to continue growing and learning together. Location: Hybrid-based (New York City, NY) Why do we need you? FalconX has an incredible vision for the future of financial services. We have experienced historic growth over the course of the last with a purely organic sales process. FalconX is building out an industry leading sales organization and is looking for a Sales Operations Associate that wants incredible growth potential and can work in a fast paced environment. As the first sales operations hire, this role will gain exposure to the cutting edge of trading strategies as well as to the world's best hedge funds, private equity firms and venture capital firms. Daily Responsibilities
- In charge of leading the RFP and DDQ process for FalconX's largest and most strategically important clients
- Tasked with leading responses to RFPs, DDQs, and other inquiries
- Work closely with internal teams to ensure required documents are properly constructed, organized, reviewed/updated on a regular basis to ensure content integrity
- Complete high-quality written proposals, and successfully manage complex RFP projects against deadlines.
- Developing process(es) to manage a repository of content relative to common responses
- Maintain proficiency with our internal use of Salesforce and sales support functions, including Deal Support Requests, queues, reports, dashboards, and opportunity fields.
Other Responsibilities
- Report and provide insight to support the decision-making and strategic planning of the sales and marketing management team
- Collaborate closely with the finance team to interpret and communicate the financial standing and relevant information, particularly within the context of cryptocurrency prime brokerage. Assist in explaining complex financial concepts to clients in a clear and accessible manner, fostering transparency and building deep client relationships.
- Conduct sales training and mentor new and existing sales support analysts on all sales-related procedures, and also consult with external experts when appropriate
- Provide marketing operations support such as email distributions, collateral, and promotional inventory management
- Responsible for completing cyclical and quarterly due diligence reports.
- Complete high-quality written proposals and skillfully manage complex RFP projects and deadlines.
- Collaborate with subject matter experts across the organization to obtain and provide appropriate content for RFPs and various prospect inquiries.
- Lead and participate in impactful projects that drive efficiencies for the team and help support our internal stakeholders.
- Maintain proficiency with our internal use of Salesforce and sales support functions, including Deal Support Requests, queues, reports, dashboards, and opportunity fields.
Top Qualifications
- Experience at an institutional business such as an Investment Bank, Prime Brokerage, Hedge Fund, Private Equity Firm, Venture Capital, Mutual Funds, etc.
- 3-5 years of relevant experience in supporting deals-desk processes, marketing ops, sales operations, RFP coordination management and/or RFP writing, marketing cloud
- Experience with Salesforce (Sales Cloud)
- BA/BS degree or equivalent experience
Required Skills
- Impressive coordination and organizational skills and the ability to manage multiple projects and tasks simultaneously, including great time/project management
- Experience with Salesforce and/or CRM applications
- Exemplary written and verbal communication and presentation skills
- Experience working directly and professionally with all levels of staff (i.e. executives, management, sales, legal, and peers)
- Outstanding and proven skills in decision-making, critical thinking and problem-solving
- Deadline-focused with ability to work under time constraints while producing high-quality material
- Maintaining calendars, doing research, and creating reports
- Salesforce Smart: Understand Salesforce's culture, product portfolio, and organization
- Software used: BI Tools, SalesForce, DocSend, and DocuSign
Who would thrive in this role?
- Great communicator: You need impressive writing and speaking skills to support clients from their first day until they're fully part of our community. Your well-developed active listening skills will help you form connections within and beyond our company.
- Problem Solver: You have a profound ability to identify business challenges and recommend solutions quickly.
- Collaborative: You are adept at leading a project group, project management, and cross-functional collaboration. You understand how to ensure timely completion, document status, and identify blockers to recommend potential resolutions swiftly.
- Agility: Ability to thrive in a dynamic, unpredictable environment.
- Influential: Strong relationship management skills, with ability to influence team stakeholders with insights. You know how and when to challenge the status quo and the best way to gain buy-in from key partners.
- Data Driven: You use data to design and measure team progress and metrics, as well as proactively determine insights for process improvements.
- Effective Prioritization: Ability to align to business and shifting organizational priorities.
Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at [redacted], if you need assistance with participating in the application process.